Modera Wealth Management’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History

Modera Wealth Management’s Portfolio IBTG Stock Details IBTG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.66M	Hold	72,602	–	–	0.02%	291
2026 Q1	$1.66M	Buy	72,602 +2,210	+3%	+$50.6K	0.02%	273
2025 Q4	$1.61M	Buy	70,392 +17,482	+33%	+$400K	0.02%	282
2025 Q3	$1.21M	Buy	52,910 +24,463	+86%	+$560K	0.01%	315
2025 Q2	$652K	Hold	28,447	–	–	0.01%	396
2025 Q1	$653K	Buy	28,447 +4,367	+18%	+$99.8K	0.01%	379
2024 Q4	$549K	Buy	+24,080	New	+$550K	0.01%	416

Other funds holding IBTG

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Modera Wealth Management's IBTG Position: Q2 2026 in Review

Modera Wealth Management held its iShares iBonds Dec 2026 Term Treasury ETF (IBTG) position steady in Q2 2026 at 72,602 shares worth $1.66M. The position accounts for 0.02% of the portfolio, ranked #291.

Modera Wealth Management first reported a position in IBTG in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.66M in Q1 2026. 318 funds tracked by Wall St. Rank hold IBTG as of Q2 2026.

Modera Wealth Management held 72,602 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $1.66M as of Q2 2026.
Modera Wealth Management left its iShares iBonds Dec 2026 Term Treasury ETF share count unchanged in Q2 2026.
iShares iBonds Dec 2026 Term Treasury ETF made up 0.02% of Modera Wealth Management's portfolio in Q2 2026, its #291 holding.
Modera Wealth Management first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q4 2024 and has held it in 7 quarters since.
Modera Wealth Management's iShares iBonds Dec 2026 Term Treasury ETF position peaked at $1.66M in Q1 2026.
318 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.